Korey Knepper is a registered investment advisor, based in Webster Groves, MO, with 5 years of industry experience.
Location
Webster Groves, MO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Korey works as an insurance agent since January 2022, dedicating minimal time to insurance sales. This activity is not investment-related.
Employment History
Current Registrations
Saxony Capital Management, LLC
January 2025 - Present · 1 yr 3 mos
Saxony Securities, INC.Broker
January 2025 - Present · 1 yr 3 mos
Saxony Securities, INC.
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - December 2024 · 9 mos
Cetera Advisors LLCBroker
January 2022 - December 2024 · 2 yrs 11 mos
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
Capital Analysts
March 2021 - December 2021 · 9 mos
Lincoln Investment
March 2021 - December 2021 · 9 mos
Lincoln InvestmentBroker
March 2021 - December 2021 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - March 2021 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2020 - March 2021 · 1 yr 1 mo
State Registrations13 states
CAFLILKYMIMNMONJNVNYSDWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.